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研報掘金丨申萬宏源:龍源電力回購彰顯大股東對公司價值的認可,維持“買入”評級
龍源電力(0916.HK)日前公吿擬在港股回購不超過10%的股份。申萬宏源證券研報指出,公司業績穩步增長,此次回購彰顯大股東對公司價值的認可。維持“買入”評級。此次回購一方面彰顯大股東對公司價值的認可,另一方面,分析公司近期股價持續回調,與港股市場流動性不足有關。大股東回購將為公司港股注入流動性。根據公司中報數據,2023年上半年實現收入人民幣198.47億元,同比增長8.4%,權益持有人應占淨利潤人民幣51.24億元,同比增長18.3%,再創歷史新高。按照2023年歸母淨利潤預測,對應2023年PE僅有6倍,低於公司2020年碳中和戰略提出前的水平。
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